Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Fitz morris is a financial professional with a background in securities. Daniel holds the Series 6 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Daniel is currently registered with Manning & Napier Investor Services, Inc. in New York. Daniel's professional experience includes working with Manning & Napier Investor Services, Inc., starting in February 2018. Daniel has been in the financial industry since February 2018.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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NY
02/20/2018 - Present
Manning & Napier Investor Services, Inc. (FAIRPORT NY)
BC
Issued 05/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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